In order to edit standard documents within the CRM, you must have the correct level of authority within the CRM. If you do not then please contact the Customer Services Team or the Key CRM user within your business. 

Firstly, you will need to choose the table style that you wish the quote table to use. You can find these within Word by navigating to Table Tools > Design & clicking on Modify Table Style.

This will then open the Modify Style window where you can view all of the different built in styles, as shown in drop down. 

Once you have chosen your table style, you will then need to navigate to https://crm.prospect365.com/configure/quotetable. To configure a new Quote table you will need to click on the + sign in the top right-hand corner. 

By clicking the + sign this will open the new record window. Firstly, you will need to give the Quote Table a name, this should correspond to the document that the quote table is going to be used in so it is easily identifiable. Secondly, you will need to type in the Style Name that you wish to use from Word, e.g. TableList1. Then finally you will need to select whether this Quote table is going to be the quote lines or alternatively the total table.

Once happy with your selection click Create & this will add the new Quote Table. To edit the columns on this quote table click on the pencil icon for the newly created quote table. 

By clicking the pencil icon a side panel will appear, within here you can select which product & price fields you wish to add to your quote table. Please note these options will differ depending on whether you selected the totals or lines quote table. 

You also now have the option to choose if you would like to show the Extended Description on a separate row or to merge the Extended Description with the product description. 

To add your new Quote table as a search & replace field on your Word document template, you will need to copy the Quote Table Code e.g. 76dcef.

You can then add in the following search & replace field to your Word document template, which includes your unique Quote Table Code- {Quote:Table.76dcef}. If you have a lines table & a total table then you would have two different Quote Table Codes, so they would both need adding to your document like below: 

{Quote:Table.76dcef}
{Quote:Table.530e02}

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